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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
126
Phillips Financial Management
Indiana
$1.28M +$12K +527 +1%
RWP
127
Reliant Wealth Planning
Kentucky
$1.27M -$110K -4,798 -8%
RFC
128
Regions Financial Corp
Alabama
$1.26M +$250K +10,950 +25%
SWA
129
Stratos Wealth Advisors
Ohio
$1.22M -$62.8K -2,749 -5%
MBT
130
Montecito Bank & Trust
California
$1.14M +$68.5K +3,000 +6%
SPC
131
Sigma Planning Corp
Michigan
$1.13M +$68.9K +3,015 +7%
PA
132
PSI Advisors
Florida
$1.12M -$59.4K -2,600 -5%
SF
133
Safeguard Financial
Wisconsin
$1.09M +$154K +6,755 +17%
HWM
134
Horizons Wealth Management
North Carolina
$1.07M -$5.37K -235 -0.5%
MCCA
135
Mill Creek Capital Advisors
Pennsylvania
$1.05M – – –
RWM
136
Riverchase Wealth Management
Texas
$1.05M +$114K +5,010 +12%
LWL
137
Leo Wealth LLC
Texas
$1.04M +$220K +9,638 +27%
KPWS
138
Kestra Private Wealth Services
Texas
$1.04M +$95K +4,157 +10%
OC
139
Oppenheimer & Co
New York
$1.03M +$1.03M +45,015 New
MIM
140
Moseley Investment Management
Florida
$1.03M +$162K +7,100 +19%
BC
141
Barrett & Company
Rhode Island
$978K +$106K +4,658 +12%
JSA
142
Jim Saulnier & Associates
Colorado
$962K +$6.24K +273 +0.7%
CW
143
CreativeOne Wealth
Kansas
$922K -$28.4K -1,245 -3%
CIA
144
Compass Ion Advisors
Pennsylvania
$856K +$146K +6,370 +21%
CSIA
145
Conrad Siegel Investment Advisors
Pennsylvania
$815K +$22.8K +997 +3%
GHA
146
Granite Harbor Advisors
Texas
$790K -$37.6K -1,645 -5%
EW
147
Element Wealth
Mississippi
$785K -$6.53K -286 -0.8%
NG
148
Novem Group
New York
$751K -$251K -10,972 -25%
KIM
149
Kestra Investment Management
Texas
$692K +$531K +23,246 +335%
RIA
150
Regal Investment Advisors
Michigan
$691K -$35.4K -1,551 -5%
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